Wealthvest Marketing Reviews | Glassdoor

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Wealthvest Marketing Reviews

Updated January 21, 2018
19 reviews

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3.6
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Lincoln Collins & Wade Dokken
11 Ratings

19 Employee Reviews

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  1. "Operations"

    StarStarStarStarStar
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee

    I worked at Wealthvest Marketing full-time

    Pros

    Great culture and fun place to work

    Cons

    Growing company and best fit for people an entrepreneurial spirit


  2. Helpful (1)

    "Good Pay, Bad benefits"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee
    Doesn't Recommend
    Neutral Outlook
    No opinion of CEO

    I worked at Wealthvest Marketing full-time (More than a year)

    Pros

    Compensation is competitive, Office is at nice location.

    Cons

    benefits package is below average, Health insurance benefits needs much improvement.

    Advice to Management

    Providing good benefits will help employees to stay longer.

  3. Helpful (5)

    "Want to know who you'll be working for? Just read the responses"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee in Bozeman, MT
    Former Employee - Anonymous Employee in Bozeman, MT
    Doesn't Recommend
    Neutral Outlook
    No opinion of CEO

    I worked at Wealthvest Marketing (More than 3 years)

    Pros

    If you're just looking for a place to put in your 40 hours, can avoid office politics, and are not looking to move up the ladder, you'll probably enjoy this company. Lots of employee social hours and opportunities to give back to the community.

    Cons

    Reading the reactions to reviews here on Glassdoor should say it all. Honest feedback is either dismissed, met with derision, or in the worst case, combated with a personal attack on the reviewer- and this is coming from the CEO. Management learns from this example and takes on the same attitude. Toxic environment - take it or leave it.

    Advice to Management

    Asking for feedback is an important first step. Actually reflecting on that feedback is what will feed loyalty and propel this company to the next level. This could be a great place to work, with interesting work, interesting clientele, and huge growth opportunities.


  4. Helpful (1)

    "Great people and good opportunities"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Internal Wholesaler in Bozeman, MT
    Former Employee - Internal Wholesaler in Bozeman, MT
    Recommends
    Positive Outlook
    Approves of CEO

    I worked at Wealthvest Marketing full-time (Less than a year)

    Pros

    Good base salary and first year opportunities for success - WealthVest expects success but puts failsafes in place to ensure employee financial success.
    Managers are personable and experienced, the whole office feels like a family.
    Internship program gives a good snapshot of what true full time employment will be like.
    CEO cares about employees and company as a whole, strives to improve the office/company through a. Umber of initiatives.
    Top to bottom, WealthVest has some of the most substantial experience for their industry of just about any company in any industry.

    Cons

    Opportunity for long-term career growth/vertical movement within the company seemed lower than other companies.
    Technical skill development other than sales was minimal (understandably so).

    Amount of ideas (which is also a huge benefit of the company) naturally leads some to become disappointed when not all ideas are successful, so temper expectations accordingly.

    Advice to Management

    Doing a great job - I think you're already working on everything. Be realistic with new hires that the nature of sales is that for most, the commissions are slow starting because it takes a while to build business.

    Wealthvest Marketing Response

    Jul 8, 2016 – President

    Thank you for the review. We would suggest that long-term career growth is very vital and exists. We have had line sales people become both national sales managers and heads of marketing. Another... More


  5. "Great firm with a bright future"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Marketing Consultant in Bozeman, MT
    Former Employee - Marketing Consultant in Bozeman, MT
    Recommends
    Positive Outlook
    Approves of CEO

    Pros

    1. Sales Trajectory: The company has been on a solid trajectory over the past six years. There are more incentives and sales agreements for both field and in- house wholesalers than there has ever been.
    2. Lifestyle/ company culture: The company is fun and dynamic, with offices in SF and Bozeman. So you are either going to be in a coastal city, with a temperate climate and the best food in the world, or you are going to be living in a fun mountain town where you can fly fish/ ski and golf all in the same day.
    3. Benefits: The benefits offered are rare in a start up. This year, employee contributions are being matched to 50% (assuming a standard 6% contribution). The health insurance options are exceptional and the comp structure benefits people who are not afraid to make a phone call.
    4. Management: Senior management has run financial services organizations that were top in their class throughout the 1990's and early 2000's. Both Wade and Lincoln were executives at American Skandia, which became the top selling Variable Annuity carrier in the industry and had the first fund of funds in the VA space. Kevin Connor was Managing Director and Senior Vice President for PLANCO ( Hartford's Sales Wing.) Prospects should know the history of CEOs and the firms they worked for prior to an interview. Research American Skandia, PLANCO and Hartford in particular, if you are new to financial sales. The sales managers and product managers are also very easy to talk to and work hard to make to create the best conditions for employees and push the sales needle forward. Dan and Leandra Hill who are team leaders for the Internal Marketing Consultants have been on the sales floor since day one. Their sales record speaks for itself..

    Cons

    not much comes to mind-- its a growing organization so systems are not going to be as fined tuned as larger organizations, but on the same side you will be working for a company that will have your footprint. If you can think of training structures and sales incentives that you think might help the firm, middle management and upper management are both more than receptive to individuals who think outside the box.


  6. "Positive Environment of Competition"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Sales Recruiter in Bozeman, MT
    Current Employee - Sales Recruiter in Bozeman, MT
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Wealthvest Marketing full-time (More than a year)

    Pros

    Team-oriented setting, Middle and Upper level management work with every member of the team and all input is taken into consideration. Competitive environment that fosters achievement of personal and team goals.

    Cons

    Not many to date. If I ever have concerns, they are usually addressed immediately and are resolved swiftly.

    Advice to Management

    Continue to keep ears open to all employee's and continue to hire those willing to put the team and company goals first.


  7. "National Sales Manager"

    StarStarStarStarStar
    • Work/Life Balance
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee
    Doesn't Recommend
    No opinion of CEO

    Pros

    Great industry potential for insurance arena

    Cons

    poor planning and execution of it

    Wealthvest Marketing Response

    Oct 4, 2015 – President

    Well, I am at a loss on this one. If this person was a national sales manager for WealthVest--it was some time ago. We have had more than one. All have been good people. For different reasons... More

  8. "Good Intentions; Poor Environment"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee in Bozeman, MT
    Former Employee - Anonymous Employee in Bozeman, MT
    Doesn't Recommend
    Negative Outlook
    Disapproves of CEO

    I worked at Wealthvest Marketing full-time (Less than a year)

    Pros

    Gorgeous office
    Social events
    Friendly coworkers

    Cons

    No training
    Poor management
    Poor pay
    Social events can get out of hand. Keeping work and play separate can sometimes be good.
    "Leaders" don't seem to know how to manage people. Can be intimidating, rude, and abrasive.

    Advice to Management

    Give employees the training they need.
    Don't expect more than can be given with the tools provided to staff.
    Pay people what they deserve.

    Wealthvest Marketing Response

    Sep 19, 2015 – President

    Well, sometimes things don't work out. The contention that WealthVest does not pay is quite far from the truth. Our Bozeman sales team members routinely earn more than senior professors at the... More


  9. "Great place to develop career."

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Accountant and Financial Analyst
    Current Employee - Accountant and Financial Analyst
    Recommends
    Neutral Outlook
    Approves of CEO

    I have been working at Wealthvest Marketing full-time (More than a year)

    Pros

    Small start up able to take on lots of responsibility.

    Cons

    Quiet, small office. Don't offer a lot of perks like other companies.

    Wealthvest Marketing Response

    Jan 8, 2015 – President

    Thank you for your post. We now have nearly 50 employees in Bozeman, Montana and another 12 in San Francisco. Additionally, we have approximately 50 wholesalers nationwide. These are divided into... More


  10. Helpful (5)

    "Don't be dazzled. Half of the reviews here were placed in a two week period. I smell a rat or two."

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee
    Doesn't Recommend
    Negative Outlook
    Disapproves of CEO

    I worked at Wealthvest Marketing full-time

    Pros

    Bozeman, MT beautiful place. Lots of things to do when not at work. Nice office, friendly co workers.

    Cons

    Detached, arrogant management. No follow through. Limited marketing programs.Left this feeling like I'd been pickpocketed. Terrible experience. Investigate the upper management thoroughly before working here. You will be shocked!

    Advice to Management

    Tell the truth.

    Wealthvest Marketing Response

    Jan 8, 2015 – President

    Well we are sorry that this former employee feels this way. We now advertise on Glassdoor and we encourage everyone to comment--regardless of their views. Our compensation is exceptional, and we... More


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